Table of Contents
Power BI Connector for Salesforce #
Power BI Connector for Salesforce turns your Salesforce org into shareable OData endpoints that Power BI Desktop and the Power BI service can read with a personal access token. Build a data source once — pick the objects and fields you care about, add filters, share it with teammates — and let Salesforce stay the source of truth.
What’s in this knowledge base #
- Getting Started — install, sign in, and connect Power BI for the first time.
- User Guide — every action you can take on a data source: create, share, view history and ERD, optimize export time, set up incremental refresh.
- Admin Guide — access tokens and Salesforce permission setup.
- FAQ & Troubleshooting — short answers to common questions about data sources, exports, and field visibility.
- Support — pricing, legal documents, and how to reach us.
New here? #
Start with the Installation Guide, then read Explore Power BI Connector for Salesforce to find your way around. When you’re ready to pull data into Power BI, follow How to Create Data Source and How to Import Salesforce Data into Microsoft Power BI.
